Go paperless and save time by completing tasks for all the phases of your savings journey online.
Materials to open and manage your account.
- Open a new account
- Rollover an existing 529 or Coverdell account
- Request a Ugift code
- Make withdrawals
- Contribute to savings by bank or paycheck
- Review contribution year totals
Some transactions require a signature.
Prefer paper forms for all transactions? View all available forms.
Plan Literature | ||
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Program Disclosure Booklet | ||
CollegeChoice 529 Slimline | ||
CollegeChoice 529 Investment Flyer | ||
CollegeChoice 529 coloring activity book |
Need help?
Email us at clientservice@collegechoicedirect.com.
Call us at 1-866-485-9415, Monday - Friday, from 8 a.m. - 8 p.m. ET